See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,140 | $85,766-17.1% | $136,294-47.8% | $70,131+1.4% |
| Participation rate | 54.2% | 74.2%-20.0pp | 81.9%-27.8pp | 69.5%-15.4pp |
| Annual return | 21.75% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,777 | $2,966-6.4% | $4,695-40.9% | $2,342+18.6% |
| Participant deferral / active EE | $6,098 | $5,051+20.7% | $6,247-2.4% | $3,332+83.0% |
| Admin fee / account holder | $9 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |